Schwarz Dygos Wheeler Investment Advisors’s DoubleLine Income Solutions Fund DSL Stock Holding History

Schwarz Dygos Wheeler Investment Advisors’s Portfolio DSL Stock Details DSL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.55M	Buy	140,513 +12,314	+10%	+$135K	0.3%	55
2026 Q1	$1.39M	Buy	128,199 +7,952	+7%	+$89.5K	0.29%	60
2025 Q4	$1.36M	Buy	120,247 +8,777	+8%	+$101K	0.28%	57
2025 Q3	$1.37M	Buy	111,470 +3,124	+3%	+$38.3K	0.29%	57
2025 Q2	$1.33M	Buy	108,346 +6,169	+6%	+$74.3K	0.3%	60
2025 Q1	$1.29M	Buy	102,177 +12,168	+14%	+$154K	0.31%	60
2024 Q4	$1.13M	Buy	90,009 +11,067	+14%	+$141K	0.28%	62
2024 Q3	$1.02M	Buy	78,942 +3,352	+4%	+$42.8K	0.26%	65
2024 Q2	$946K	Buy	75,590 +14,760	+24%	+$184K	0.25%	64
2024 Q1	$773K	Buy	60,830 +9,288	+18%	+$117K	0.22%	74
2023 Q4	$631K	Buy	51,542 +8,487	+20%	+$97.6K	0.19%	82
2023 Q3	$505K	Buy	43,055 +4,748	+12%	+$56.8K	0.17%	88
2023 Q2	$456K	Buy	38,307 +3,171	+9%	+$37K	0.15%	90
2023 Q1	$400K	Buy	35,136 +1,228	+4%	+$14.6K	0.14%	93
2022 Q4	$376K	Sell	33,908 -21,373	-39%	-$243K	0.15%	90
2022 Q3	$597K	Buy	55,281 +4,569	+9%	+$56.1K	0.26%	59
2022 Q2	$615K	Buy	50,712 +7,030	+16%	+$92.8K	0.25%	64
2022 Q1	$634K	Buy	43,682 +5,399	+14%	+$81.4K	0.21%	67
2021 Q4	$617K	Buy	38,283 +7,797	+26%	+$133K	0.21%	71
2021 Q3	$541K	Buy	30,486 +1,556	+5%	+$27.9K	0.2%	75
2021 Q2	$523K	Buy	28,930 +2,896	+11%	+$52.5K	0.19%	78
2021 Q1	$473K	Buy	26,034 +609	+2%	+$10.5K	0.2%	75
2020 Q4	$422K	Buy	25,425 +700	+3%	+$11.4K	0.2%	67
2020 Q3	$396K	Buy	24,725 +798	+3%	+$12.8K	0.22%	69
2020 Q2	$377K	Buy	23,927 +8,477	+55%	+$117K	0.25%	61
2020 Q1	$206K	Buy	15,450 +1,200	+8%	+$22K	0.17%	73
2019 Q4	$282K	Buy	14,250 +1,370	+11%	+$27.2K	0.19%	67
2019 Q3	$257K	Buy	12,880 +1,540	+14%	+$30.8K	0.2%	67
2019 Q2	$226K	Buy	+11,340	New	+$229K	0.19%	71

Other funds holding DSL

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Parallel Advisors San Francisco, California $6.56B AUM 32.24% 1-Year Est. Return

TLP

Trinity Legacy Partners Houston, Texas $500M AUM 23.58% 1-Year Est. Return

JAG

Journey Advisory Group Covington, Kentucky $1.31B AUM 24.92% 1-Year Est. Return

Rareview Capital Las Vegas, Nevada $179M AUM 11.14% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

Schwarz Dygos Wheeler Investment Advisors's DSL Position: Q2 2026 in Review

Schwarz Dygos Wheeler Investment Advisors increased its DoubleLine Income Solutions Fund (DSL) stake by 9.6% in Q2 2026, buying an estimated $135K and bringing the position to 140,513 shares worth $1.55M. The position accounts for 0.3% of the portfolio, ranked #55.

Schwarz Dygos Wheeler Investment Advisors first reported a position in DSL in Q2 2019 and has held it in 29 quarters since. 92 funds tracked by Wall St. Rank hold DSL as of Q2 2026.

Schwarz Dygos Wheeler Investment Advisors held 140,513 shares of DoubleLine Income Solutions Fund worth $1.55M as of Q2 2026.
Schwarz Dygos Wheeler Investment Advisors bought 12,314 DoubleLine Income Solutions Fund shares in Q2 2026, an estimated $135K.
DoubleLine Income Solutions Fund made up 0.3% of Schwarz Dygos Wheeler Investment Advisors's portfolio in Q2 2026, its #55 holding.
Schwarz Dygos Wheeler Investment Advisors first reported a position in DoubleLine Income Solutions Fund in Q2 2019 and has held it in 29 quarters since.
92 funds tracked by Wall St. Rank held DoubleLine Income Solutions Fund as of Q2 2026.

Based on Schwarz Dygos Wheeler Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.